Loan Review Advisor

Guidehouse; United States; Remote; USD 85,000 - 141,000; Full time

Benefits offered by this job

Medical Insurance

Paid Holidays

Incentive Bonus

Parental Leave

401(k) Plan

Life Insurance

HSA / FSA

Tuition Reimbursement

Learning Opportunities

Employee Referral

Company Events

Childcare Support

Job summary

Guidehouse is seeking a Loan Review Advisor to support SBA OCRM by conducting detailed reviews of 7(a) and 504 loan files, ensuring compliance with SBA program requirements and SOPs. You will work with lenders, document findings, and draft formal reports in a secure data system.

The role requires US citizenship, a Bachelor's degree, and at least four years' SBA loan experience, with strong analytical and communication skills to explain deficiencies and risks. Travel up to 10% may be required.

Qualifications

• U.S. citizenship and ability to obtain/maintain a federal Public Trust.
• Bachelor's degree plus four years' SBA loan experience or equivalent
• Experience reviewing loan files for compliance and risk with SBA requirements
• Strong analytical and written-summary skills

Responsibilities

• Review SBA 7(a) and 504 loan files for compliance with SBA requirements.
• Prepare detailed work papers, loan file review reports, and summaries.
• Interact with SBA lenders to clarify documentation and resolve deficiencies.
• Manage multiple file reviews and meet delivery timelines.
• Utilize data systems and workflow tools to track reviews.

Skills

Analytical skills

Communication with SBA lenders

Documentation & reporting

Data extraction from SBA systems

Attention to detail

Risk assessment

Education

Bachelor's degree

Tools

Document management systems

Workflow tracking tools

Microsoft Office

Job description

Job Family: Financial Account Specialist Travel Required: Up to 10% Clearance Required: Active Public Trust

What You Will Do: The Loan Review Advisor will support the U.S. Small Business Administration (SBA) Office of Credit Risk Management (OCRM) by performing detailed reviews of 7(a) and 504 loan files as part of SBA’s lender oversight and risk management activities. The role involves reviewing loan files across origination, servicing, liquidation, and targeted partial review scopes to assess compliance with SBA Loan Program Requirements as defined in 13 CFR Part 120 and applicable SBA Standard Operating Procedures (SOPs). The reviewer will analyze loan documentation, identify compliance issues or deficiencies, and document findings in structured work papers and loan file review reports. The Loan Review Advisor will inventory and analyze loan files, extract and evaluate data from SBA data systems and lender-provided documentation, and identify correctable and uncorrectable exceptions. The role includes working directly with SBA Lenders, under SBA direction, to clarify documentation, resolve preliminary deficiencies when possible, and ensure lenders understand identified risks and requirements. Reviewers will prepare clear, well-supported written summaries and draft and final loan file review reports that outline condition, criteria, cause, effect, and corrective action for identified issues. The Loan Review Advisor will use a secure, web-based virtual data warehouse and workflow tracking system to manage file reviews, maintain work papers, and support status reporting. The role requires adherence to strict quality, timeliness, documentation, and data security standards, including the protection of Personally Identifiable Information (PII) and confidential business information. Reviewers may support onsite or remote reviews, participate in quality assurance activities, and contribute to weekly, monthly, or ad hoc reporting provided to SBA.

What You Will Need:

U.S. Citizenship and ability to obtain and maintain a federal Public Trust. Bachelor's degree and Minimum of four (4) years of recent experience working with SBA 7(a) and/or 504 loans (e.g., as a third-party reviewer, examiner, auditor, underwriter, loan closer, or liquidation specialist); OR relevant experience may be substituted for formal education or advanced degree. Demonstrated experience reviewing loan files for compliance, risk, and adherence to regulatory and program requirements. Working knowledge of SBA Loan Program Requirements, including 13 CFR Parts 103 and 120 and SBA SOPs related to origination, servicing, liquidation, and lender oversight. Strong analytical skills with the ability to identify, document, and clearly explain loan file deficiencies and risks. Experience preparing detailed work papers, loan file review reports, and written summaries that support defensible conclusions. Ability to communicate effectively with SBA personnel and SBA Lenders, including explaining compliance issues and requirements. Strong attention to detail, organization, and ability to manage multiple file reviews simultaneously while meeting delivery timelines. Proficiency with document management systems, workflow tracking tools, and standard Microsoft Office applications (Excel, Word, PowerPoint).

What Would Be Nice To Have:

Direct experience supporting SBA Office of Credit Risk Management (OCRM) oversight activities, including risk-based reviews, examinations, audits, or increased supervision. Experience performing servicing or liquidation reviews, including eligibility and disbursement testing. Familiarity with quality assurance reviews, forensic reviews, or reviews related to fraud, waste, and abuse. Experience working with virtual data warehouses, customer relationship management (CRM) systems, or management workflow systems (MWS). Experience supporting federal financial regulatory or oversight programs beyond SBA. Willingness and ability to support limited on-site reviews at SBA headquarters, SBA field offices, or SBA Lender locations, as required. Ability to review loan files containing documentation in Spanish.

The annual salary range for this position is $85,000.00-$141,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.

What We Offer:

Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.

Benefits include:

• Medical, Rx, Dental & Vision Insurance
• Personal and Family Sick Time & Company Paid Holidays
• Position may be eligible for a discretionary variable incentive bonus
• Parental Leave
• 401(k) Retirement Plan
• Basic Life & Supplemental Life
• Health Savings Account, Dental/Vision & Dependent Care
• Flexible Spending Accounts
• Short-Term & Long-Term Disability
• Tuition Reimbursement, Personal Development & Learning Opportunities
• Skills Development & Certifications
• Employee Referral Program
• Corporate Sponsored Events & Community Outreach
• Emergency Back-Up Childcare Program

Guidehouse is an Equal Opportunity Employer–Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.

Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.

If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at 1-571-633-1711 or via email at [e-mail]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or [e-mail]. Correspondence received from any other domain should be considered unauthorized and will not be honored by Guidehouse.

Guidehouse is a global AI-led professional services firm delivering advisory, technology, and managed services to the commercial and government sectors. With an integrated business technology approach, Guidehouse drives efficiency and resilience in the healthcare, financial services, energy, infrastructure, and national security markets. Built to help clients across industries outwit complexity, the firm brings together approximately 18,000 professionals to achieve lasting impact and shape a meaningful future. guidehouse.com